13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
BKLC

BNY MELLON ETF TRUST

148 institutions still hold BNY MELLON ETF TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 09661T107·148 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.3%
vs prior quarter
13F value held
$2.1B
53.0% inst. owned
of float
Holders
148
+50 QoQ
filers reporting
Activity
+26 / −29
+901 added · −876 reduced
this quarter
Concentration
34.61%
RPOA Advisors, Inc. #1
top holder share
AI Holders Summary · Q1 2026

148 institutions reported BKLC in Q1 2026. RPOA Advisors, Inc. leads at 34.6% of the visible book. +50 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
RPOA Advisors, Inc.
CIK 0001963326
$740M5.9M32.36%Q1 202602
Integrated Wealth Concepts LLC
CIK 0001737109
$361M2.9M2.88%Q1 202603
Bank of New York Mellon Corp
CIK 0001390777
$190M1.5M0.04%Q1 202604
SENTINEL PENSION ADVISORS, LLC
CIK 0001802290
$124M997K18.40%Q1 202605
Aptus Capital Advisors, LLC
CIK 0001664193
$115M921K0.90%Q1 202606
Tidal Investments LLC
CIK 0001600064
$91M728K0.19%Q1 202607
GM Advisory Group, LLC
CIK 0001598304
$78M622K2.99%Q1 202608
AMERIPRISE FINANCIAL INC
CIK 0000820027
$74M596K0.02%Q1 202609
MORGAN STANLEY
CIK 0000895421
$59M476K0.00%Q1 202610
ROYAL BANK OF CANADA
CIK 0001000275
$51M412K0.01%Q1 202611
Zhang Financial LLC
CIK 0001776290
$41M312K1.52%Q4 202512
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$36M289K0.02%Q1 202613
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
CIK 0000771118
$32M257K5.14%Q1 202614
LPL Financial LLC
CIK 0001403438
$31M251K0.01%Q1 202615
JDM Financial Group LLC
CIK 0001960212
$30M263K11.74%Q1 202616
Kestra Advisory Services, LLC
CIK 0001830819
$19M149K0.07%Q1 202617
WealthBridge Capital Management, LLC
CIK 0001767313
$18M146K4.19%Q1 202618
MGO ONE SEVEN LLC
CIK 0001731444
$17M140K0.35%Q1 202619
Carolina Wealth Advisors, LLC
CIK 0001786411
$14M113K5.85%Q1 202620
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$14M111K0.00%Q1 2026
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